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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,266 | $90,486-41.1% | $78,676-32.3% | $273,972-80.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.41% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,727 | $3,175-45.6% | $2,850-39.4% | $4,869-64.5% |
| Participant deferral / active EE | $3,128 | $3,901-19.8% | $3,517-11.1% | $5,287-40.8% |
| Admin fee / account holder | $89 | $5,263-98.3% | $4,510-98.0% | $10,133-99.1% |